As an Independent Financial Advisor, Jeremy has the flexibility to recommend what is best for you. You will benefit from the capability of large firm resources without sacrificing the personalized service of working with an individual advisor who understands your personal financial plan. Working with Portnoff Financial LLC you will be able to:

Create, manage, and retain more wealth for you and your family so you can achieve your financial hopes and dreams;

Portnoff Financial, LLC may only transact business in those states in which it is registered as an investment advisor, or qualifies for an exemption from the state registration requirements under di minimus rules. PF is currently registered in California, New Jersey, New York, and Florida. In the event that a client is from a state that PF is not registered in, PF will confirm the exemption or seek registration in that state.
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